KIG

Kessler Investment Group Portfolio holdings

AUM $233M
1-Year Est. Return 58.11%
This Quarter Est. Return
1 Year Est. Return
+58.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$178M
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$6.9M
2
+$5.05M
3
+$4.83M
4
USB icon
US Bancorp
USB
+$4.32M
5
MGM icon
MGM Resorts International
MGM
+$3.72M

Top Sells

1
+$3.97M
2
+$3.35M
3
+$3.22M
4
TSLA icon
Tesla
TSLA
+$3.13M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$2.8M

Sector Composition

1 Financials 15.14%
2 Energy 14.55%
3 Consumer Discretionary 10.96%
4 Communication Services 10.43%
5 Technology 10.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$15K 0.01%
+71
127
$14K 0.01%
+24
128
$14K 0.01%
165
129
$14K 0.01%
100
130
$13K 0.01%
607
131
$13K 0.01%
+150
132
$12K 0.01%
53
-614
133
$12K 0.01%
74
134
$9K 0.01%
41
135
$8K ﹤0.01%
400
136
$8K ﹤0.01%
+238
137
$8K ﹤0.01%
30
138
$8K ﹤0.01%
60
139
$7K ﹤0.01%
190
140
$7K ﹤0.01%
500
141
$6K ﹤0.01%
40
+20
142
$6K ﹤0.01%
+114
143
$6K ﹤0.01%
+18
144
$6K ﹤0.01%
28
145
$6K ﹤0.01%
349
146
$5K ﹤0.01%
42
147
$5K ﹤0.01%
55
148
$5K ﹤0.01%
17
+7
149
$5K ﹤0.01%
+39
150
$5K ﹤0.01%
+106
4 5
6
7 8